Our Team William C. O’Connor, MS, CFP®, EA, ATA Founder and President | LPL Registered Principal (800) 452 5264 (714) 464-4290 email@example.com Bill graduated from the University of Southern California’s Personal Financial Planning Program, earning his designation as CERTIFIED FINANCIAL PLANNER™ (continues ...) Read more Robert E. Micone, MBA Financial Consultant | LPL Investment Advisor Representative | LPL Registered Principal (800) 452-5264 Robert.Micone@LPL.com Mr. Micone helps companies and high-net-worth individuals decide where to put money for maximum returns and seeks to minimize the risk of investing (continues ...) Read more Marcelo Bernardo LPL Financial Consultant (800) 452 5264 Marcelo.Bernardo@lpl.com Marcelo Bernardo measures his success by the strength and longevity of client relationships and he makes his clients interests and concerns his priority (continues ...) Read more Sean Walker, MBA LPL Registered Principal (800) 452-5264 Sean.Walker@lpl.com Sean is a 16 year capital markets industry veteran. His background includes a plethora of consulting and advisory roles in matters of corporate finance, mergers and acquisitions and financial analysis. He has had the pleasure of... Read more Andrea J. Graham, CRPC® LPL Financial Consultant Andrea.Graham@LPL.com Andrea J. Graham, CRPC® has been providing comprehensive financial advice to individuals and business owners since 2001. As a Chartered Retirement Planning CounselorSM, she is uniquely qualified to address our client’s pre and post... Read more The Client Care Team (714) 929-7420 Our Client Care Associates have the primary responsibility of providing outstanding client service. They work closely with the advisors and clients to make sure that any service needs are being addressed. Here are a few examples of the... Read more Schedule a Complimentary Consultation Name Email Phone Additional Info Thank you! Oops!